Tag meeting files when events are created
Make meeting records searchable from the start.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Create metadata instance on file
Applies an instance of a metadata template to a file. in most cases only values that are present in the metadata template will be accepted, except for the `global.properties` template which accepts any key-value pair.
Why this helps
Meeting files exist in Box without consistent date, client, or project context.
- Improve document search
- Standardize meeting context
- Reduce manual tagging
Setup
Build it in a few focused steps.
- 1Connect Outlook and Box in Notis once.
- 2Create an automation named Meeting metadata tagger.
- 3Tell Notis to find the matching Box file and apply the relevant metadata template using the new event details.
- 4Pick New Calendar Event as the trigger and choose a report channel.
- 5Test with one real meeting file.
Questions about this workflow
What if the matching file is missing?
Ask Notis to report the event for review when no clear Box file exists.
Which metadata template is used?
Name the existing Box metadata template in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Box. A trigger fires from one place; an action lands in another.
Outlook triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Add initial classifications
When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Add or update user avatar
Adds or updates a user avatar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Add shared link to file
Adds a shared link to a file.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Add shared link to folder
Adds a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Outlook and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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